-75.7%
PATH vs ARMK
+144.6%
-220.3%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.9% | -15.8% | -16.0% |
| 7D | -16.3% | -2.4% | -13.9% | -14.9% |
| 30D | +9.9% | 0.0% | +9.9% | +9.3% |
| 3M | +30.2% | +6.7% | +23.5% | +23.2% |
| 6M | +37.2% | +38.8% | -1.6% | +4.9% |
| YTD | -7.3% | +55.2% | -62.5% | -35.8% |
| 1Y | +40.0% | +46.6% | -6.6% | +1.7% |
| 3Y | -4.4% | +112.9% | -117.3% | -52.1% |
| All | -75.7% | +144.6% | -220.3% | -89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ARMK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling